海尔智家(600690)：业绩超预期海外盈利显著回升

国泰君安证券股...05-01

本报告导读：公司2024Q1 业绩超预期，内销增长表现稳健，海外盈利修复快速兑现，费用端优化明显，预计全年盈利能力有望超预期改善。投资要点：投资建议上调盈利预测，上调目标价至34.34 元。2024 年公司业绩超预期，海外盈利修复节奏超预期提升，因此上调公司盈利预测。预计公司24-26 年EPS 分别为2.02/2.27/2.50 元（原1.93/2.15/2.37元），同比+15%/12%/...

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海尔智家(600690)：业绩超预期 海外盈利显著回升

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海尔智家(600690)：业绩超预期海外盈利显著回升